See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,166 | $157,256+13.3% | $141,162+26.2% | $152,861+16.6% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 23.92% | 64.32%-40.4pp | 71.39%-47.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $3,916 | $5,261-25.6% | $4,735-17.3% | $4,762-17.8% |
| Participant deferral / active EE | $4,799 | $7,109-32.5% | $6,709-28.5% | $5,850-18.0% |
| Admin fee / account holder | $1,121 | $12,120-90.8% | $10,261-89.1% | $11,596-90.3% |